Articles by Daniel Marsh
Market Pulse: Lynas Undervalued, Indian Indices Bullish, SpaceX Pre-IPO Routes
Lynas Rare Earths shows potential undervaluation despite recent volatility, while Indian benchmarks are poised for gains. Investors also eye pre-IPO access to SpaceX through indirect holdings.
QXO Strikes $17B Deal for TopBuild, Cementing Building-Products Ambitions
QXO announced a definitive agreement to acquire insulation specialist TopBuild for approximately $17 billion in cash and stock. The transaction, offering a 23% premium, aims to create the second-largest publicly traded building-products distributor in North America.
Social Security COLA Forecast Stays at 2.8% for 2027 Amid Inflation Volatility
An early projection for Social Security's 2027 cost-of-living adjustment holds steady at 2.8%, matching the 2026 increase. However, a competing analyst raised her estimate to 3.2% following March inflation data.
Redwire Shareholders File to Sell $54M in Stock After Marine Corps Drone Win
Redwire Corp's top shareholders filed to sell up to 5.18 million shares worth nearly $54 million over two days, following news of a $20 million Marine Corps drone order. The stock fell 7.84% Friday to $10.34.
Buc-ee's Texas Store to Rebrand as 7-Eleven in Strategic Shift
Buc-ee's is set to close its Port Lavaca, Texas store, with plans to reopen the site as a 7-Eleven featuring a Laredo Taco Company restaurant. This represents an unusual strategic shift for the travel center brand.
Record Rally Meets Geopolitical Test as Key Earnings, Fed Hearing Loom
U.S. equities begin the week at record levels following a historic rally, but face immediate tests from renewed Middle East tensions and a heavy slate of corporate earnings, including Tesla and Boeing.
Middle East Turmoil Hits Luxury Watch Sales at Geneva Fair
The Watches and Wonders Geneva fair concluded amid a luxury sector shock, as major brands reported steep sales declines in the Middle East due to regional conflict, impacting Swiss watch exports for a second consecutive year.
Medical Properties Trust Navigates Tenant Strains Amid Heavy Debt Wall
Medical Properties Trust closed at $5.23, up 0.58%, as hospitals in its portfolio exhibit financial difficulties. The company confronts $2.83 billion in debt coming due over the next three years.
Rolls-Royce Surges on Nuclear Deal, Buyback & Dividend Focus
Rolls-Royce Holdings stock gained 4.8% Friday, buoyed by a UK small modular reactor contract and broader defense sector strength. The company's shares go ex-dividend April 23.
Social Security COLA Forecast Rises on Energy-Driven Inflation
Preliminary projections for the 2027 Social Security cost-of-living adjustment have increased to a range of 2.8% to 3.2%, following a March inflation report showing a 3.3% annual rise in the CPI-W index, largely fueled by energy costs.
Algoma Central, GSK, AT&T Lead Market Moves as Bitcoin Pool Mines Second Block
Algoma Central surpassed its 50-day moving average after a dividend hike, while GSK shares surged to a multi-decade peak. AT&T's valuation suggests significant upside, and a novel bitcoin mining pool confirmed its hybrid model.
Definium's Psychedelic Drug DT120 Gains Analyst Backing Ahead of Key 2026 Data
Definium Therapeutics advanced after Stifel and Piper Sandler issued Buy ratings, spotlighting its LSD-based drug DT120 in late-stage trials for anxiety and depression. The company will host an investor day on April 22 to discuss upcoming Phase 3 data expected through 2026.